Best Practice for Give-Get Reporting

@Maya Rosman tagging you in because you have a lot of experience with this if I am remembering correctly.

I can share what we do, but Blackbaud has changed how things work in webview, so this practice likely won't work going forward. I've pushed back against the new interpretations/stricter interpretations, but I am not confident of getting any traction. Ok, to give you specifics:

Our current practice is to set Board up as Fundraisers and to mark them as the Fundraiser getting credit for all gifts the gift and gifts they get. Board members are set up as a Board Solicitor on their own records and on their company's records. So if Jenny is on the board and gives a $3000 gift, she's marked as the Fundraiser for that gift. And if Jenny also helps us get a gift from her company of $2000, she is marked as one of the Fundraisers on that gift as well. Our Board give/get goal for each Board member is $5000, so that is coded into RE as well. Then I can use the Solicitor Performance Analysis standard report to track where board members are towards goal. I use a query to choose solicitors on the 3rd Tab of the report (my query is current board members).

This works beautifully and is super easy to accomplish. Before I run the report, I double check that Board members have been credited for all the gifts for their company during the time period.

HOWEVER, there are two big issues with this for Unified View.
1) Webview does not allow you to add a person as a fundraiser on their own gift. I've pushed back rather hard against this, as database view has no such restriction and we've used this data entry approach for over a decade. The powers that be have decided that Fundraising cannot include your own gifts and their reasoning seems pretty weak to me. I think they should let each institution track what they consider to "count" as fundraising for their own institutions. It doesn't hurt anyone to allow this flexibility.

2) The Solicitor Performance Analysis standard report does not currently exist in webview. I had missed this omission and because there's very little clarity on what standard reports are still planned, I don't know if we are just going to miss this incredibly helpful report going forward. I'll probably need to add an idea to the Idea Bank for this one, as it's a fantastic report that shows you total raised per Fundraiser and measures it against their goal.

If Blackbaud refuses to budge on #1, I'll probably continue to credit Board Members as Fundraisers for the gifts they "got", but will have to do a new separate calculation to include the gifts they give. It's a lot less elegant/streamlined, but it should be do-able. If we don't get the Solicitor Performance Analysis standard report in Unified View, I can pull the gifts they "got" into a query if I need to.

Thank you all for your comments to Give-Get Reporting, super helpful as we are looking to establish a similar metric. One speed-bump we are encountering is our organization prefers only the Development team to be Fundraisers. Without creating too much havoc around "how" gift credit is natively intended to work in RE, I'm trying to brainstorm alternate options (other than gift attribute/custom field) for board members to receive gift credit and their give-get metric.

I have suggested adding different Fundraiser Types to help distinguish between Development, Board Members, etc. All ideas are welcome, thank you in advance!

@Candi O'Hara. I can understand a hesitancy to only want staff recorded as fundraisers. You can help to educate them that a different type keeps records clean.

This "Give-Get" type can be very limited - date from/date to, specific campaign/fund/appeal. It's truely the what was designed in RE to use. I've used it for small special groups and for large, for multiple years and a short time frame.

It would be my vote on the way to go. BB should bring this report over at some point as it's so useful.